ITI Balanced Advantage Fund Regular vs Nippon India Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹369 Cr | ₹8282 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 15 Nov 2004 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | % | 334% |
| Expense Ratio | 2.36 | 1.76 |
| Manager | Vikrant Mehta | Ashutosh Bhargava |
| ISIN Code | INF00XX01655 | INF204K01596 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | 0.64% | 3.09% |
| 6 Month | 7.83% | 14.02% |
| 1 Year | 25.95% | 24.89% |
| 3 Year | 12.18% | 12.8% |
| 5 Year | - | 14.21% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.19% | 10.75% |
| 3 Year | 19.99% | 24.88% |
| 5 Year | 29.14% | 43.32% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 11.04% | 13.6% |
| 3 Year | 26.26% | 33.64% |
| 5 Year | 33.52% | 46.21% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | 7.14% | 6.21% |
| Sharp | 0.66% | 0.87% |
| Beta | 0.76% | 0.85% |
| Alpha | 1.36% | 2.9% |
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| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Vikrant Mehta | Ashutosh Bhargava |
| Total AUM | ₹698 Cr | ₹121448 Cr |
| Fund Manage | 8 | 12 |
| ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 37.92 | 24.97 |
| Large Cap | 53.68 | 50.08 |
| Mid Cap | 3.99 | 10.11 |
| Small Cap | 4.42 | 2.14 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 17.11 | 11.62 |
| Financial | 32.89 | 27.5 |
| Communication | 6.98 | 4.27 |
| Capital Goods | 1.93 | 3.94 |
| Services | 8.43 | 1.66 |
| Consumer Staples | 0.53 | 6.86 |
| Construction | 1.48 | 2.11 |
| Automobile | 0 | 5 |
| Energy | 8.06 | 6.09 |
| Consumer Discretionary | 3.02 | 0.56 |
| Metals & Mining | 1.15 | 2.52 |
| Technology | 4.34 | 5.05 |
| Sovereign | 4.24 | 6.38 |
| Healthcare | 6.01 | 1.79 |
| Materials | 0.51 | 0.86 |
| Insurance | 3.33 | - |
| Textiles | - | 0.6 |
| Diversified | - | 0.49 |
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